JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$50.7M
3
+$50.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$39.2M
5
ALGN icon
Align Technology
ALGN
+$23.2M

Top Sells

1
+$56M
2
+$55.4M
3
+$33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.8M
5
VZ icon
Verizon
VZ
+$19.1M

Sector Composition

1 Technology 11.58%
2 Financials 10.43%
3 Healthcare 10.39%
4 Industrials 6.98%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.4M 0.11%
164,814
-49,252
177
$13.6M 0.1%
253,785
-17,929
178
$13.5M 0.1%
275,632
-8,984
179
$13.4M 0.1%
180,822
-4,544
180
$13.4M 0.1%
1,175,661
-66,776
181
$13.4M 0.1%
191,142
-6,916
182
$13.3M 0.1%
137,300
+2,992
183
$13.1M 0.1%
237,307
-14,018
184
$13M 0.1%
106,998
-2,374
185
$12.9M 0.1%
83,428
+20,391
186
$12.8M 0.1%
155,380
-59,108
187
$12.7M 0.1%
83,576
+3,158
188
$12.3M 0.09%
119,579
-7,384
189
$12.1M 0.09%
44,644
-4,646
190
$11.9M 0.09%
79,932
+6,600
191
$11.9M 0.09%
1,062,805
-571,263
192
$11.5M 0.09%
704,954
-29,313
193
$11.5M 0.09%
145,996
+6,326
194
$11.5M 0.09%
150,497
-4,478
195
$11.5M 0.09%
282,504
+46
196
$11.5M 0.09%
69,587
+5,485
197
$11.4M 0.09%
96,136
+3,470
198
$11.4M 0.09%
145,839
+6,768
199
$11M 0.08%
105,225
-3,969
200
$11M 0.08%
119,958
+27,405
6 7
8
9 10